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    Skild AI says it crossed $100M in annual recurring revenue 10 months after its first commercial deployment

    The company reports 60-plus paying customers and says it is deploying the Skild Brain with NVIDIA and Foxconn for high-precision assembly of Blackwell systems.

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    26 Sources, ,

    TLDR

    Skild AI said on September 10 that it had crossed $100 million in annual recurring revenue and reached 60-plus paying customers in the 10 months since its first commercial deployment. The company described work spanning deliveries, inspections, security, food preparation and industrial settings, including a commercial-kitchen robot pilot with Mitsui & Co. A user sharing the announcement argued that robotics winners will need more than impressive demos: each deployment should surface new problems and feed knowledge back into the system.

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    216.9K

    26 Sources, first seen 20d ago

    Combined views

    216.9K

    26 Sources, first seen 20d ago

    230 likes
    20d ago
    first seen 20d ago
    230 likes
    29 comments
    52 saves
    63 reposts

    Sentiment

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    Not enough discussion yet.

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    29 comments
    52 saves
    63 reposts

    Sentiment

    Positive——Negative

    Summary

    Not enough discussion yet.

    No sentiment analysis available yet.

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    26 Sources

    @historyinmemesOur great grandparents would be rolling in their graves seeing robots cooking up breakfast
    @CrossedOffCapGreat article from the Co- Founder of @SkildAI "In robotics, you cannot leave deployment until the end. How will the supply chain work? Who installs it? Who owns the integration? Who fixes it when it breaks? Who updates it when the process changes? You don’t fully understand these questions until you’re there. Deployment is the hidden pillar of robotics research because it’s where robotics happens. There is no substitute." I think its interesting to see Skild is using similar logic and deployment method as $CCXI / @agilityrobotics. To a certain degree, it feels like Agility "forced" Digit into deployment, focusing on commercial traction rather than perfecting all of the technological components. With that said, they have the highest level of deployment, the value of which we may not fully understand until humanoid manufacturing scales. The "Data Flywheel" that Agility hypes is something I've touched on in my piece here: https://crossedoffcap.substack.com/p/agility-robotics?r=3217r8
    @guruchahalThere’s robotics talk. And then there’s robotics walk. This here, is the walk 🙂 - incredible milestone for Team @SkildAI - $100m ARR, 10 months after 1st commercial deployment.
    @ImKaranPatilA banger memoir by @deepakpathak. @SkildAI had successfully been able to build something that was once a distant dream for robotics engineers. The important part is they got it right after doing lot of things wrong! That’s how it must be.
    @Em_NomadicThe robotics companies that win won’t just have the best demos. They’ll have the strongest deployment loop. Skild AI: first commercial deployment → 60+ paying customers → $100M ARR in 10 months. Every deployment creates new problems to solve and new knowledge to feed back into the system.
    @paigeinsfIt's time to deploy robots. The technology isn't finished.
    @korthosxyz🇺🇸 Skild AI says it has crossed $100M ARR, around 10 months after its first commercial deployment, with more than 60 paying customers. Notably they are one of the most heavily funded robot-intelligence startups, Skild raised $1.4B at a valuation above $14B earlier this year. The company says it is now deploying its robot intelligence across factories, warehouses, data centers and other environments. This includes work with NVIDIA and Foxconn on dual-arm robots assembling NVIDIA Blackwell systems.
    @adrianmacneil@SkildAI hit $100M ARR about 10 months after first commercial deployment, with 60+ paying customers and hundreds of robots in the field. @deepakpathak’s line is the right one: demos are easy to film, deployments are the research.
    @deepakpathakRT @adrianmacneil: @SkildAI hit $100M ARR about 10 months after first commercial deployment, with 60+ paying customers and hundreds of robo…
    @chris_j_paxtonRobots need to be useful and need to be out in the world doing a variety of stuff to get better. They can't just learn in labs. In the end the two things that stick out are - a robot is a tool. It has to actually do a job, and if youre not trying to use it for that job it probably doesnt work - along the same lines, what you see is what you get -- when you see a demo you have to remember its the absolute best the robot has ever done, and if you didnt see it do something, you must assume it cant do that thing

    26 Sources

    @historyinmemesOur great grandparents would be rolling in their graves seeing robots cooking up breakfast
    @CrossedOffCapGreat article from the Co- Founder of @SkildAI "In robotics, you cannot leave deployment until the end. How will the supply chain work? Who installs it? Who owns the integration? Who fixes it when it breaks? Who updates it when the process changes? You don’t fully understand these questions until you’re there. Deployment is the hidden pillar of robotics research because it’s where robotics happens. There is no substitute." I think its interesting to see Skild is using similar logic and deployment method as $CCXI / @agilityrobotics. To a certain degree, it feels like Agility "forced" Digit into deployment, focusing on commercial traction rather than perfecting all of the technological components. With that said, they have the highest level of deployment, the value of which we may not fully understand until humanoid manufacturing scales. The "Data Flywheel" that Agility hypes is something I've touched on in my piece here: https://crossedoffcap.substack.com/p/agility-robotics?r=3217r8
    @guruchahalThere’s robotics talk. And then there’s robotics walk. This here, is the walk 🙂 - incredible milestone for Team @SkildAI - $100m ARR, 10 months after 1st commercial deployment.
    @ImKaranPatilA banger memoir by @deepakpathak. @SkildAI had successfully been able to build something that was once a distant dream for robotics engineers. The important part is they got it right after doing lot of things wrong! That’s how it must be.
    @Em_NomadicThe robotics companies that win won’t just have the best demos. They’ll have the strongest deployment loop. Skild AI: first commercial deployment → 60+ paying customers → $100M ARR in 10 months. Every deployment creates new problems to solve and new knowledge to feed back into the system.
    @paigeinsfIt's time to deploy robots. The technology isn't finished.
    @korthosxyz🇺🇸 Skild AI says it has crossed $100M ARR, around 10 months after its first commercial deployment, with more than 60 paying customers. Notably they are one of the most heavily funded robot-intelligence startups, Skild raised $1.4B at a valuation above $14B earlier this year. The company says it is now deploying its robot intelligence across factories, warehouses, data centers and other environments. This includes work with NVIDIA and Foxconn on dual-arm robots assembling NVIDIA Blackwell systems.
    @adrianmacneil@SkildAI hit $100M ARR about 10 months after first commercial deployment, with 60+ paying customers and hundreds of robots in the field. @deepakpathak’s line is the right one: demos are easy to film, deployments are the research.
    @deepakpathakRT @adrianmacneil: @SkildAI hit $100M ARR about 10 months after first commercial deployment, with 60+ paying customers and hundreds of robo…
    @chris_j_paxtonRobots need to be useful and need to be out in the world doing a variety of stuff to get better. They can't just learn in labs. In the end the two things that stick out are - a robot is a tool. It has to actually do a job, and if youre not trying to use it for that job it probably doesnt work - along the same lines, what you see is what you get -- when you see a demo you have to remember its the absolute best the robot has ever done, and if you didnt see it do something, you must assume it cant do that thing